On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk:

1. Should Drew buy a Tesla or Prado?
2. Vanguard global small caps
3. Active versus passive
4. Whitefield's yield play
5. Transferring assets out of an SMSF
6. Do I salary sacrifice or invest outside Super?

~~ Resources you'll love ~~

Invest with Owen: https://bit.ly/R-invest

Financial Planning: https://bit.ly/R-plan

Access Show Notes: https://bit.ly/R-notes

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

Tash Invests, AKA Natasha Etschmann, features on this episode of The Australian Investors Podcast with Owen Rask.

Tash Invests is one of Australia's most widely followed financial educators, authors, podcast hosts and content creators.

Based in Melbourne, Tash's influence has grown dramatically, even earning her a spot in Forbes 30 Under 30 in 2024. At the age of just 27, Tash has achieved an incredible amount.

She joined Owen to talk about her journey to building wealth through shares and property, why she and Ana Kresina wrote How To Not Work Forever, earning income online, how she invests, and more.

Tash & Ana's book: https://www.amazon.com.au/How-Not-Work-Forever-Investing/dp/1394248865

Instagram: https://www.instagram.com/tashinvests/

Get Rich Slow Podcast: https://podcasts.apple.com/au/podcast/get-rich-slow-club/id1674449171

~~ Resources you'll love ~~

Invest with Owen: https://bit.ly/R-invest

Financial Planning: https://bit.ly/R-plan

Access Show Notes: https://bit.ly/R-notes

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions.

Covered this weekend

- Trump wins

- US rates cut

- Australian rates steady

- NAB dividends are back!

- ANZ reports

~~ Resources you'll love ~~

Invest with Owen: https://bit.ly/R-invest

Financial Planning: https://bit.ly/R-plan

Access Show Notes: https://bit.ly/R-notes

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

Who is the better investor: Peter Lynch, from One Up on Wall Street fame, or Warren Buffett, Berkshire Hathaway Chairman?

In this Australian Investors Podcast with Owen Rask, Global X ETFs Australia's Marc Jocum gets into the weeds on the company's new Exchange-Traded Fund (ETF), S&P World ex Australia GARP ETF (ASX: GARP).

This episode is sponsored by Global X Australia, as part of its long-term advertising partnership.

Topics covered:

1. Better investor: Warren Buffett or Peter Lynch?

2. Why isn't there a 'Warren Buffett ETF'?

3. What is GARP investing?

4. What drives stock prices over 10+ years?

5. What's better: FANG stocks or GARP investing over a 10-year horizon?

Learn more about the Global X GARP ETF: https://www.globalxetfs.com.au/funds/garp/

Marc's GARP explainer: https://www.globalxetfs.com.au/introducing-garp/

~~ Resources you'll love ~~

Invest with Owen: https://bit.ly/R-invest

Financial Planning and more: https://bit.ly/R-plan

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

Alphinity Investment Management's Trent Masters explains the value to be captured when a skilled investor has the ability to find companies/stocks with upside earnings surprise potential.

On this episode of The Australian Investors Podcast, Owen Rask talks with Trent Masters, Global Portfolio Manager at Alphinity, about:

1. The benefit of a STEM background in investing

2. The outlook for big technology companies

3. Trent's best and worst bets on technology companies

4. Alphinity's investment philosophy and process

5. The value embedded in earnings surprises, and more

Learn more about the Alphinity Global Equity Fund: https://www.alphinity.com.au/core-funds/alphinity-global-equity-fund/

Trent's Linkedin: https://www.linkedin.com/in/trentmasters?originalSubdomain=au

~~ Resources you'll love ~~

Invest with Owen: https://bit.ly/R-invest

All services: https://bit.ly/R-plan

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

I've made 5x my money on Xero Limited (ASX: XRO) and Pilbara Minerals Ltd (ASX: PLS) - is it time to sell?

On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions. 

Covered this weekend

1. If I'm up 5 times my money on Xero and Pilbara Minerals, should I sell?
2. Alphabet (NASDAQ: GOOGL) reports... decent results
3. Woolworths Group Ltd (ASX: WOW) falls as online sales drop margins
4. Is Coles Group (ASX: COL) a better buy?
5. I've inherited $20,000 of BK Investment Company Ltd (ASX: BKI), Australian Foundation Investment Co. Ltd (ASX: AFI), Suncorp (ASX: SUN) and Telstra (ASX: TLS) - should I sell?

~~ Resources you'll love ~~

Invest with Owen: https://bit.ly/R-invest

Financial Planning: https://bit.ly/R-plan

Access Show Notes: https://bit.ly/R-notes

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

Invesco's Scott Bennett explains why small caps outperform, the nuance of small caps and why quantitative can outperform in ASX small caps.

On this episode of The Australian Investors Podcast, Owen Rask speaks with Invesco Australia's Scott about:

1. Why do small caps outperform?
2. Factor investing - how strategies are created
3. How can a systematic strategy work in ASX small caps?
4. Why small cap index strategies are tilted to failure
5. Will AI make us worse investors?

Learn more about Invesco Smaller Companies Fund: https://www.invesco.com.au/home/funds/invesco-wholesale-australian-smaller-companies-fund-class-a?audienceType=investor

Scott's Linkedin: https://www.linkedin.com/in/scott-bennett-572b776/?originalSubdomain=au

~~ Resources you'll love ~~

• Invest with Owen: https://bit.ly/R-invest
• Mortgage Broking: https://bit.ly/broke-rask
• Financial Planning: https://bit.ly/R-plan
• Property Coaching: https://bit.ly/R-P-coach
• 100-point property checklist (PDF): https://bit.ly/prop-check
• Accounting with Grey Space: http://bit.ly/3DG5lWS
• Business Coaching: https://bit.ly/o-coach
• Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we sit down with Global X ETF expert Billy Leung to explore four major investment themes shaping the future of investing. Billy shares his insights on the investment case for each theme, using his three key evaluation criteria:

• Technological advancements driving the theme
• Political and regulatory tailwinds supporting growth
• Demographic shifts indicating long-term demand

During the episode, we dive deep into cybersecurity, nuclear energy, semiconductors, and discuss whether the Metaverse still holds investment potential in today’s landscape.

We also tackle the skepticism around thematic ETFs, noting how generalized negative commentary often misses the nuance. Billy provides a framework that investors can use to assess whether a theme is a long-term trend worthy of inclusion in their portfolio.

Finally, amongst all of the tech talk we find ourselves discussing Billy’s investment in whiskey.

Don’t miss the chance to learn how to evaluate investment themes with expert advice from Billy Leung.

Click here for Owen’s previous interview with Billy.

Click here to download Global X's ETF Landscape Report.

~~ Resources you'll love ~~

• Invest with Owen: https://bit.ly/R-invest
• Mortgage Broking: https://bit.ly/broke-rask
• Financial Planning: https://bit.ly/R-plan
• Property Coaching: https://bit.ly/R-P-coach
• 100-point property checklist (PDF): https://bit.ly/prop-check
• Accounting with Grey Space: http://bit.ly/3DG5lWS
• Business Coaching: https://bit.ly/o-coach
• Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

What is going on at WiseTech Global Ltd (ASX:WTC) and Richard White? Are billionaires evil? Plus, what's the deal with investment bonds being tax free?

Video version: https://youtu.be/vik9HpIaDTs

On this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith pop the hood on some bees in their bonnet:

1. Why Owen is sick of the media taking down founders

2. Drew says Goldman Sachs is wrong about the S&P 500

3. What's the deal with investment bonds? Are they really tax free?

4. Should I use a DRP for investing?

5. I think I found a dodgy real estate agent

6. What happens to FANG stocks when the AI rocketship crash lands?

~~ Resources you'll love ~~

Invest with Owen: https://bit.ly/R-invest

Financial Planning: https://bit.ly/R-plan

Access Show Notes: https://bit.ly/R-notes

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

Alan Kohler is Australia's most recognisable business journalist, the founder of Eureka Report, former AFR columnist and ABC television host.

Alan joins Owen Rask on this Australian Investors Podcast to talk:

• Investment lessons learned
• Career advice - how he's managed to stay at the top for so long
• Building media companies, and selling them
• The most memorable guests and characters
• Worst corporate leaders
• Advice for his younger self

Want to hear more? Join Alan at Eureka:

https://www.intelligentinvestor.com.au/research/eureka-report

~~ Resources you'll love ~~

Access Show Notes: https://bit.ly/R-notes

Invest with Owen: https://bit.ly/R-invest

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

InvestSMART, owner of Eureka Report, is a long-term sponsor of Rask podcasts.

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, Owen Rask is joined by former financial adviser and financial literacy advocate, Jessica Brady.

Topics covered with Jess Brady include:

• How to get started with money - early or late
• Money barriers and biases holding us back
• Goal setting and the mistakes people make
• Money date tips & traps, and
• Australia's looming property problem

Work with Jess:

• Money dates & investing starter packs: https://courses.jessicabrady.com.au/Freebies
• Jess's website: https://jessicabrady.com.au/

~~ Resources you'll love ~~

Access Show Notes: https://bit.ly/R-notes

Invest with Owen: https://bit.ly/R-invest

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices